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Ares Capital's Yields Are Shrinking (Archive)

Shrinking yields, stretched valuations, and rising competition temper my previously bullish ARCC stance.

Alphabet: 3 Reasons To Sell (Archive)

Lagging ad growth, slowing cloud momentum, margin pressure and bearish technicals challenge Alphabet.

AMD: I See Risks That Keep Me On The Sidelines (Archive)

PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.

PayPal: Sell Now To Avoid Growth Challenges In 2025 (Archive)

PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.

PDI: Buy For A Double-Digit Yield And You May Even Beat The S&P 500 (Archive)

Double-digit bond income with a real shot at long-term S&P 500 outperformance.

Palantir: Everything Screams 'Buy' - Here's Why It's Still Early (Archive)

Palantir’s explosive growth, strengthening fundamentals, and surging technicals still signal early upside.

Celestica: 3 Reasons To Buy (Archive)

Celestica rides hyperscaler demand, margin expansion, and efficient execution to sustain its uptrend.